In the world of financial advising, sound technical skills mean nothing without integrity. Fortunately, you can have both.
Listening comes first.
As cliché as it is, it’s true: personal finance is very personal. That’s why we start our relationship by listening deeply to understand your fears, your hopes, and your dreams. It’s part of the HELMSTAR WEALTH CLARIFYING PROCESS, a proprietary four-step framework for developing a financial plan as unique as your situation.
The HELMSTAR WEALTH CLARIFYING PROCESS helps you define the purpose of your financial plan. Is it to retire early or confidently? To travel or buy that family cabin? To leave a legacy for your children? Or perhaps all of the above? Only by defining your “why” can we make recommendations on the “whats” — investments, insurance, etc — of your personal financial plan.
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As your wealth grows, your financial life often gets more complicated. This complexity often requires more time, more paperwork and more advisors.
By engaging the HELMSTAR TEAM, you can eliminate almost all of the burdens of financial management. Let us manage the paperwork and day-to-day tasks so you can spend your time doing what matters most to you.